PBIET Documents

PBIET Documents

Background


The P-Card (purchasing card) program allows for a state credit card to be assigned to an individual employee for small purchases or travel. The vendors are paid by General Services. Each month the charges are billed to the card holder department for coding to the correct accounting codes. The billing transaction is a PBIET.


Each month General Services sends PBIET transactions to the departments with P-card charges for the month. The department locates their PBIET documents on the Document Catalog, reconciles their P-card log with the billing for correctness, and enters the correct accounting codes into the 2nd party line of the PBIET.

Document Processing

 

For step-by-step instructions to processing a PBIET document, click here.

    • Related Articles

    • Moving PBIET Debits and Credits from Old Year to New Year

      Steps to move debits and credits to new year: 1) Create modification. 2) Copy exchange details, and then modify amount to zero while specifying fiscal year and period (Example: FY 2023 and Pd 13.) 3) Paste exchange details into new line on that tab, ...
    • Re-assign documents from a worklist

      Problem A document that has been assigned to a specific person for approval, but needs to be re-assigned so it can be approved by someone else. Step by Step Guide To Re-Assigning a Document  Select: Message Center Select:  Worklist Select the desired ...
    • What keyboard shortcuts are available in FINET

      Answer The table below shows the keyboard shortcuts for FINET. For Internet Explorer ([ALT + Access Key] then Enter Key). For Firefox (ALT + Shift + Access Key) Access Key Action 0 First 1 Prev (Previous) 2 Next 3 Last              4 Search 5 Save 6 ...
    • QRG - Approving transactions in FINET mobile

      (A copy of the QRG with screenshots can be found here: https://drive.google.com/file/d/1vP0ZFpL_WV6zVdJ0uqw9Oq_hQZb3oFAo/view ) Introduction The FINET Mobile App is used by managers to route transactions to users (or groups of users) for ...
    • QRG - Navigation basics in FINET

      (A copy of the QRG with screenshots can be found here: https://drive.google.com/file/d/1oMuje7Ki_SMvLz2RNnBJ7PlD4F9FCPjt/view ) Homepage 1. Navigation Menu – Access the functional Landing Page and page links through the Business Process and ...